雪佛龙从美国获得有限使用许可，可以继续在委内瑞拉运营。 ...

雪佛龙(CVX.N)表示，其在委内瑞拉的41B运营许可证已经到期，公司"将继续遵守所有适用的法律和法 规"。 ...

据知情人士透露，在本次出售的三种到期时间债券中，久期最长为30年，定价较可比美债的收益率溢价 1.55个百分点，最初讨论的是溢价大约1.85个百分点。（彭博） 沙特阿美2025年首次发行美元债，融资50亿美元。 ...

Core Insights - The report highlights the collaborative advancement of ESG policies, market practices, and technological innovations in overseas markets, with the EU easing CBAM rules for SMEs while maintaining a 99% emissions coverage rate [2] - In China, the State Council approved the "Manufacturing Green and Low-Carbon Development Action Plan (2025-2027)", driving the green transformation of the manufacturing sector [2] - The report discusses significant academic research indicating that incorporating ESG factors into asset pricing models can more accurately reflect asset values, while also noting a lack of systematic impact of ESG investments on stock performance over the past two decades [2] Overseas ESG Events - ReNew Energy Global committed $2.5 billion to build one of India's largest hybrid renewable energy projects, which will generate 2.8GW of power [2][6] - Masdar raised $1 billion through green bonds to fund renewable energy projects, with total funding under its green bond program reaching $2.75 billion since 2023 [2][6] - Blackstone Infrastructure announced the acquisition of TXNM Energy for $11.5 billion, emphasizing a commitment to clean energy transition [2][6] Domestic ESG Events - The Tibet Autonomous Region facilitated green electricity trading, reducing carbon emissions by 20,600 tons and generating economic benefits of 6 million yuan [2] - Beijing's sub-center green heart park received carbon neutrality certification, marking a significant achievement in the domestic power sector [2] - Jiaao Environmental Protection became the first company in China to obtain a bio-jet fuel export license, entering the international market [2] Academic Frontiers - Research published in "Finance Research Letters" indicates that stochastic ESG scores and non-pecuniary ESG preferences significantly influence asset pricing [2][4] - A study in the "Journal of Corporate Finance" found no significant correlation between ESG ratings and stock returns over the past two decades, suggesting limited impact from national ESG regulations [2][4] - Another study highlighted that institutional investors' ESG concerns lead to increased depth and breadth in corporate ESG disclosures during site visits [2][4]

美国能源部长赖特：在伊拉克库尔德斯坦地区开发石油和天然气方面，美国有巨大的合作机遇。 ...

美国银行的Noah Hungness表示，Matador Resources"在需要时能够灵活应对"，其强大的执行力反映在过 去12个月令人印象深刻的21.7%的营收增长上。此外，该公司最近表示，由于油价暴跌和需求前景黯 淡，到今年年中，其钻井平台数量将从9个减少到8个。此举将节省约1亿美元的资本支出，并有助于在 WTI原油价格为每桶60美元的情况下产生额外的7100万美元自由现金流。 智通财经APP获悉，美国银行最近首次覆盖Matador Resources(MTDR.US)，予"买入"评级，目标价为56 美元。美国银行分析师对Matador Resources的前景持乐观看法，原因包括该公司的勘探生产资产(在WTI 价格为37-43美元区间实现盈亏平衡)、股票回购、中游业务扩张以及实现外延式增长。 Matador Resources上个月公布了强劲的2025年第一季度业绩。数据显示，该公司Q1营收同比增长逾 28%，至10亿美元左右，超出市场预期;调整后每股收益为0.99美元，也超出市场预期。 截至周二收盘，Matador Resources跌0.02%，报44.28美元。该股本月以来上涨了近13%。 据 ...

市场消息：印尼将向 雪佛龙提供东部地区的 石油、 天然气区块。 ...

Core Viewpoint - The article highlights the ongoing economic instability in Russia, emphasizing the lack of trust in the financial system and the adverse effects of political decisions on foreign investments and local businesses [3][5][7]. Group 1: Economic Instability - The simultaneous failure of ATMs in Moscow and the plummeting value of the ruble illustrate the immediate financial distress faced by investors and analysts [1]. - Historical context shows that Russia has experienced significant economic upheavals, such as the currency reset in the late 1990s and the impact of sanctions following the Crimea incident in 2014, leading to a drastic decline in foreign investment [3][5]. - In 2022, over 1,200 foreign companies announced their exit from Russia, resulting in a net foreign direct investment inflow of less than $4 billion, the lowest in 20 years [3]. Group 2: Trust and Investment Climate - The article discusses the erosion of trust in the Russian market, where contracts are often disregarded, and arbitration is viewed as ineffective, making investments seem risky and uncertain [7][9]. - Domestic capital is also fleeing, with wealthy individuals investing abroad and local talent seeking opportunities outside Russia, indicating a lack of confidence in the local economy [5][7]. - The article suggests that without a stable and predictable regulatory environment, even abundant resources cannot foster economic growth, as investors require assurance that the rules will remain consistent [9][10].

北达科他州监管机构预计石油和天然气钻机数量将减少约5台，压裂队伍将减少约2支。 ...

Core Viewpoint - DNO ASA reported strong operational performance in Q1 2025, highlighted by a significant acquisition and increased production levels, indicating a positive outlook for the company moving forward [2][6]. Financial Performance - The company achieved an operating profit of USD 28 million and revenues of USD 188 million in Q1 2025, both reflecting quarter-on-quarter increases [1]. - Net profit for the quarter was reported at a loss of USD 4 million, an improvement from a loss of USD 98 million in Q4 2024 [9]. - Free cash flow was negative at USD 19 million, compared to a negative USD 5 million in the previous quarter [10]. Production and Operations - DNO's net production rose by 8% to 84,200 barrels of oil equivalent per day (boepd), with contributions from Kurdistan (61,600 boepd), North Sea (19,300 boepd), and West Africa (3,400 boepd) [2]. - In the Kurdistan Tawke license, production increased by 11% quarter-on-quarter, demonstrating effective management despite challenges [3]. - The company maintained production levels with minimal investment, showcasing operational efficiency [5]. Acquisition Impact - DNO announced a transformative USD 1.6 billion acquisition of Sval Energi Group AS, expected to close around midyear 2025 [2][6]. - Post-acquisition, DNO's North Sea proven and probable reserves will quadruple to 189 million barrels of oil equivalent (MMboe), and production will also quadruple to 80,000 boepd [6]. Exploration Activities - The company continued its exploration efforts offshore Norway, achieving two discoveries that added recoverable resources of 26 million barrels of oil equivalent net to DNO [5]. Financial Strategy - Following the Sval acquisition announcement, DNO completed a USD 600 million bond placement, enhancing its financial position with cash deposits of USD 1,473 million at the end of the quarter [7]. - The Board of Directors authorized a dividend payment of NOK 0.3125 per share, reflecting confidence in the company's financial health [8].